Sales Operations Generalist

4 weeks ago
Full-time
Junior
Sales and Business Development
Kapitus

Kapitus

Kapitus, a leading small business financing company, offers fast, flexible term loans and lines of credit from $5k to $5 million. With a focus on simplifying financing for small businesses, Kapitus provides multiple loan options to support business gro...

Diversified Financial Services
251-1K
Founded 2006
$490M raised

Description

  • Create and maintain standard operating procedures, policies, training materials, and process documentation.
  • Review sales workflows and recommend improvements to increase efficiency.
  • Perform Salesforce data entry, cleanup, record updates, and basic issue investigation.
  • Support daily sales operations tasks, approvals, documentation, and user or partner access.
  • Monitor process adherence and compile data for operational and compliance reports.
  • Identify process gaps and provide administrative support for improvement initiatives.
  • Collaborate with Sales Operations, Sales Enablement, and cross-functional teams on workflow projects.

Requirements

  • 2+ years of experience in sales operations, administration, or a related support role.
  • Proficiency with Salesforce, including basic navigation and data entry.
  • Experience using Jira to track tasks and follow workflows.
  • Strong organizational skills and attention to detail.
  • Ability to follow procedures and complete repetitive tasks accurately.
  • Strong written and verbal communication skills.
  • Ability to multitask and prioritize in a fast-paced environment.
  • Helpful, solutions-oriented mindset with willingness to learn and support organizational goals.

Benefits

  • Base salary range of $64,100–$102,900.
  • Annual incentive compensation eligibility of up to 10%.
  • Medical, dental, vision, disability, life, and supplemental insurance options.
  • Paid maternity and parental leave, paid time off, and sick time.
  • Flexible spending, lifestyle spending, and commuter benefit accounts.
  • Up to $5,000 annually in tuition reimbursement, plus conference and career development opportunities.
  • 401(k) plan through Fidelity with a 25% company match on contributions up to 6% of annual salary.
  • Wellness, fitness, mental health, lifestyle, and employee discount programs.

Interested in this position?

Apply directly on the company website

Apply Now

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